Freshsales Classic + Redtail CRM

Freshsales Classic + Redtail CRM integrations

Create or update Freshsales Classic contacts when new Redtail CRM activities are created

Stay on top of your customer relations by seamlessly updating your Freshsales Classic contacts when new activities are created in Redtail CRM. This workflow triggers when an activity is created in Redtail CRM, and instantly updates or creates a contact in Freshsales Classic. Streamline your contact management and ensure vital information is always up-to-date with this efficient automation.

When this happens...
Activity CreatedTriggers when a new activity is created in your database.
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automatically do this!
ActionWrite

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More things you can do with Redtail CRM and Freshsales Classic

Discover other triggers and actions you can use with Redtail CRM and Freshsales Classic

Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
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Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
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Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
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Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
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Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
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Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write

- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Update By
  Required
- Enter Email / Lead ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- Name
- Value 1
- Value
Action
Write
- Update By
  Required
- Enter Contact ID / Email ID / Phone NO
  Required
Action
Write
- Lead ID
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
Action
Write
- Update By
  Required
- Enter Email / Lead ID
  Required
Action
Write
- Email
  Required
Action
Search
- Email
  Required
- First Name
- Last Name
- Email
- Mobile Number
Action
Search or write

Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
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Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
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Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
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Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
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Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It
- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Update By
  Required
- Enter Name / Deal ID
  Required
- Note
  Required
Action
Write
- Update By
  Required
- Enter Name / Account ID
  Required
- Note
  Required
Action
Write
- First Name
- Last Name
- Email
- Mobile Number
Action
Write
- First Name
- Last Name
  Required
- Company Name
- Email
- Mobile Number
Action
Write
- Delete By
  Required
- Enter Email / Contact ID
  Required
Action
Write
- Update By
  Required
- Enter Name / Account ID
  Required
Action
Write
- Update By
  Required
- Enter Name / Deal ID
  Required
Action
Write
- Account Name
  Required
Action
Search
- Find By
  Required
- Email / Phone NO
  Required
Action
Search
- Find By
  Required
- Email / Phone NO
  Required
- First Name
- Last Name
  Required
- Company Name
- Email
- Mobile Number
Action
Search or write

About Freshsales Classic

Freshsales Classic is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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CRM (Customer Relationship Management)

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About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Freshsales Classic + Redtail CRM

Freshsales Classic + Redtail CRM

Create or update Freshsales Classic contacts when new Redtail CRM activities are created

More things you can do with Redtail CRM and Freshsales Classic

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